Tax Manager, CPA

Wertz & Associates; Cleveland (OH); Hybrid; USD 120,000 - 165,000; Full time

Benefits offered by this job

Hybrid work flexibility

Generous paid time off

Paid parking

Busy-season meals

Summer hours with flexible Fridays

Firm events and social outings

Professional development opportunities

Job summary

Wertz & Associates in Cleveland, OH seeks a Tax Manager, CPA to guide high-net-worth individuals and private businesses through complex tax planning and compliance. This role combines technical expertise with advisory leadership and a focus on growing the firm’s private client services.

You'll mentor staff, manage engagements, and collaborate with firm leadership to deliver strategic tax solutions. The position offers hybrid flexibility and a pathway to advancement within a respected public

Qualifications

• Bachelor's Degree in Accounting is required.
• Active CPA license is required.
• 4–6+ years of public accounting tax experience.
• Experience serving high-net-worth individuals and privately held businesses preferred.
• Strong technical knowledge of individual, corporate, partnership, and fiduciary taxation.
• Experience reviewing returns and managing client engagements.
• Excellent communication and relationship-building skills.
• Strong leadership, organizational, and project-management abilities.

Responsibilities

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses.
• Review tax returns and related work prepared by staff and senior professionals.
• Develop proactive strategies designed to minimize tax liabilities and maximize client outcomes.
• Research and interpret emerging tax legislation and communicate planning opportunities.
• Assist clients with succession planning, wealth preservation, and long-term business strategies.

Skills

Tax planning

Client relationship management

Leadership

Communication

Project management

Education

Bachelor's Degree in Accounting

Active CPA license

Job description

Tax Manager, CPA

High-Net-Worth Tax | Client Advisory | Leadership Development | Hybrid Flexibility

Compensation: $120,000–$165,000 Base + Performance Bonus

Locations: Cleveland, Sheffield Village, or Sandusky, Ohio

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Manager, CPA to join its expanding tax practice.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead a talented team, mentor future leaders, and contribute to the continued growth of a thriving advisory practice.

Why This Opportunity Stands Out

• $120,000–$165,000 base salary
• Performance-based bonus program
• Hybrid work flexibility
• High-net-worth and private client services exposure
• Diverse and sophisticated tax planning engagements
• Meaningful client-facing responsibilities
• Leadership and mentorship opportunities
• Direct access to firm leadership
• Strong advancement potential
• Collaborative, people-focused culture

Exceptional candidates with significant high-net-worth client experience, advanced technical expertise, business-development success, or management experience may be considered above the posted compensation range.

The Opportunity

As a Tax Manager, you'll serve as both a technical expert and strategic advisor while helping lead client engagements and develop the firm's next generation of professionals.

You'll work directly with entrepreneurs, executives, investors, family-owned businesses, and high-net-worth individuals, helping them navigate complex tax matters, identify planning opportunities, and achieve long-term financial goals.

This role offers a unique combination of:

• Tax Planning & Advisory
• High-Net-Worth Client Services
• Client Relationship Management
• Team Leadership & Mentorship
• Practice Growth
• Business Development

Key Responsibilities

Strategic Tax Planning & Advisory

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Review tax returns and related work prepared by staff and senior professionals
• Develop proactive strategies designed to minimize tax liabilities and maximize client outcomes
• Research and interpret emerging tax legislation and communicate planning opportunities
• Assist clients with succession planning, wealth preservation, and long-term business strategies

Client Relationship Management

• Serve as a trusted advisor to key client relationships
• Meet regularly with clients to understand evolving needs and objectives
• Deliver exceptional client service through responsiveness, expertise, and strategic guidance
• Identify opportunities to expand services and strengthen client relationships

Leadership & Team Development

• Mentor, train, and develop senior staff, staff accountants, and interns
• Review work and provide constructive feedback
• Assist with workflow management, quality control, and engagement profitability
• Foster a collaborative culture focused on professional growth and client success

Practice Growth

• Participate in networking and business development activities
• Represent the firm within the business and professional community
• Develop referral relationships with attorneys, bankers, financial advisors, and other professionals
• Identify opportunities for new business and expanded client services

Qualifications

• Bachelor's Degree in Accounting required
• Active CPA license required
• 4–6+ years of public accounting tax experience
• Experience serving high-net-worth individuals and privately held businesses preferred
• Strong technical tax knowledge including individual, corporate, partnership, and fiduciary taxation
• Experience reviewing returns and managing client engagements
• Excellent communication and relationship-building skills
• Strong leadership, organizational, and project-management abilities
• Commitment to client service excellence and professional development

Who Thrives Here?

The ideal candidate:

• Thinks like an advisor rather than simply a tax preparer
• Enjoys building trusted client relationships
• Takes pride in producing high-quality technical work
• Values mentorship and team development
• Has an entrepreneurial mindset and growth orientation
• Wants increased leadership responsibility and visibility
• Seeks long-term career advancement within a respected firm

Benefits

• Competitive compensation package
• Performance-based bonus program
• Hybrid work flexibility
• Comprehensive medical, dental, vision, disability, and life insurance
• Generous paid time off
• Paid parking
• Busy-season meals
• Summer hours program with flexible Fridays
• Firm events, retreats, and social outings
• Flexible scheduling
• Fee participation program
• Ongoing professional development opportunities

About Our Client

Our client is a highly regarded public accounting and advisory firm recognized for delivering exceptional client service while fostering a culture built on collaboration, integrity, innovation, and professional excellence.

Serving privately held businesses, entrepreneurs, executives, family-owned companies, and high-net-worth individuals, the firm provides comprehensive tax, advisory, assurance, business consulting, and succession planning services designed to help clients achieve lasting success.

As the organization continues to grow, they are seeking professionals who want to deepen client relationships, develop future leaders, expand their advisory capabilities, and play a meaningful role in the firm's long-term success.